Fiduciary Investment Relationship Manager

Peak Trust Company • Las Vegas, NV

1d

About The Position

We’re looking for a Fiduciary Investment Relationship Manager to join our investment management team. This role combines portfolio management with client relationship responsibilities, ensuring that investment decisions align with client objectives, trust provisions, and regulatory requirements. You’ll work closely with fiduciary officers and the broader investment team to deliver coordinated, high-quality service while maintaining proactive communication with clients.

Requirements

• Bachelor’s degree in Finance, Economics, Business, or a related field preferred.
• 5+ years of experience in investment management, trust services, or a related financial role.
• Strong knowledge of portfolio management, securities analysis, and fiduciary investing.
• Excellent communication skills, with the ability to explain complex investment concepts clearly.
• Proven track record of managing client relationships with professionalism and discretion.
• High commitment to fiduciary duty, compliance, and ethical standards.

Nice To Haves

• CFA, CFP, or progress toward a professional certification strongly preferred.

Responsibilities

• Partner with the Chief Investment Officer and investment department to ensure portfolios are aligned with client objectives and trust terms.
• Maintain compliance with investment policy statements, fiduciary standards, and regulatory requirements.
• Collaborate with fiduciary officers to set appropriate investment objectives and deliver seamless client service.
• Act as a primary or secondary relationship manager for designated client accounts.
• Conduct client meetings, portfolio reviews, and proactive outreach to support client satisfaction and retention.
• Interpret and present performance reports, providing clients with clear explanations of results and strategy.
• Construct, monitor, and rebalance client portfolios in accordance with fiduciary guidelines.
• Partner with administrative and investment departments to enhance the overall client service experience.

Benefits

• We invest in continuous education and personal growth, ensuring our employees have opportunities to develop professionally.
• We also understand the importance of work-life balance and offer a competitive benefits package to support our team members.

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level